PORTABLE THETA Trademark

Trademark Overview

On Friday, May 17, 2019, a trademark application was filed for PORTABLE THETA with the United States Patent and Trademark Office. The USPTO has given the PORTABLE THETA trademark a serial number of 88435707. The federal status of this trademark filing is ABANDONED - NO STATEMENT OF USE FILED as of Monday, June 24, 2024. This trademark is owned by Ziegler Capital Management, LLC. The PORTABLE THETA trademark is filed in the Insurance & Financial Services category with the following description:

Financial investment services, namely, financial management of investments; fund investment consultation; investment consultation; investment advice; funds investment; financial analysis and consultation; providing information on the topics of fund investment consultation, investment consultation, investment advice, funds investment, financial analysis and consultation via a global computer network; investment portfolio construction; financial risk management; financial portfolio risk management; mutual fund investment; and providing information in the field of mutual funds and mutual fund investment; mutual fund investment consultation, advice and analysis; financial risk management consultation; financial analysis and consultation, namely, macroeconomic financial analysis and strategy; financial analysis and consultation, namely, macroeconomic investment analysis and strategy
portable theta

General Information

Serial Number88435707
Word MarkPORTABLE THETA
Filing DateFriday, May 17, 2019
Status606 - ABANDONED - NO STATEMENT OF USE FILED
Status DateMonday, June 24, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 28, 2023

Trademark Statements

Goods and ServicesFinancial investment services, namely, financial management of investments; fund investment consultation; investment consultation; investment advice; funds investment; financial analysis and consultation; providing information on the topics of fund investment consultation, investment consultation, investment advice, funds investment, financial analysis and consultation via a global computer network; investment portfolio construction; financial risk management; financial portfolio risk management; mutual fund investment; and providing information in the field of mutual funds and mutual fund investment; mutual fund investment consultation, advice and analysis; financial risk management consultation; financial analysis and consultation, namely, macroeconomic financial analysis and strategy; financial analysis and consultation, namely, macroeconomic investment analysis and strategy

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, February 23, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameZiegler Capital Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNaples, FL 34103
Party NameZiegler Capital Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNaples, FL 34103

Trademark Events

Event DateEvent Description
Thursday, May 30, 2019PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
Tuesday, May 21, 2019NEW APPLICATION ENTERED
Friday, May 24, 2019TEAS VOLUNTARY AMENDMENT RECEIVED
Thursday, May 30, 2019ASSIGNED TO LIE
Tuesday, June 4, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, August 5, 2019ASSIGNED TO EXAMINER
Tuesday, August 6, 2019NON-FINAL ACTION WRITTEN
Tuesday, August 6, 2019NON-FINAL ACTION E-MAILED
Tuesday, August 6, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, October 1, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, October 1, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 1, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, October 3, 2019SUSPENSION LETTER WRITTEN
Thursday, October 3, 2019LETTER OF SUSPENSION E-MAILED
Thursday, October 3, 2019NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Friday, April 3, 2020REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Monday, July 27, 2020ASSIGNED TO EXAMINER
Tuesday, October 20, 2020REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Wednesday, April 21, 2021REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Friday, October 29, 2021REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Friday, June 3, 2022REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Thursday, February 2, 2023SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Tuesday, February 14, 2023ASSIGNED TO EXAMINER
Thursday, February 23, 2023EXAMINERS AMENDMENT -WRITTEN
Thursday, February 23, 2023EXAMINERS AMENDMENT E-MAILED
Thursday, February 23, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, February 23, 2023EXAMINER'S AMENDMENT ENTERED
Thursday, February 23, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, February 23, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, February 23, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, February 23, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, March 28, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Wednesday, March 8, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 28, 2023PUBLISHED FOR OPPOSITION
Tuesday, May 23, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, November 20, 2023SOU TEAS EXTENSION RECEIVED
Monday, June 24, 2024ABANDONMENT - NO USE STATEMENT FILED
Friday, July 12, 2024ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
Monday, November 20, 2023SOU EXTENSION 1 FILED
Monday, November 20, 2023SOU EXTENSION 1 GRANTED
Wednesday, November 22, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Related Keywords

theta portable investment consultation financial analysis fund mutual management risk namely funds